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    Standards in Personal Financial Planning Services

    Presentation Use this PowerPoint to educate firm professional staff on the requirements of SSPFPS and how to apply it in your practice.
    Published on May 13, 2014

    Professional Standards and Ethics

    Overview Professional Standards and Ethics discusses the AICPA Code of Professional Conduct. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of...
    Published on September 25, 2014

    PFP Standards Exposure Draft Log

    Tools The PFP Executive Committee responded to the comment letters received on the Statement on Standards in PFP Services
    Published on January 06, 2014

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on July 16, 2014

    Webcast Series Statement on Standards in Personal Financial Planning Services

    Webcast Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services
    Published on July 08, 2014

    Acknowledgments - Proposed Statement on Standards in Personal Financial Planning Services

    Objectives or Roster Thank you to all of the volunteers who paved the way to the proposed Statement on Standards in Personal Financial Planning Services
    Published on June 12, 2013

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services
    Published on September 17, 2014

    Statement on Standards in Personal Financial Planning Services

    Professional Standards SSPFPS provides authoritative guidance and establishes enforceable standards for members who provide PFP services to assist them in fulfilling their professional responsibilities
    Published on August 13, 2014

    Preparing for the New Standards in Personal Financial Planning

    Template This sample article is for use by CPA state societies to help members prepare to implement the Statement on Standards in PFP Services in practice
    Published on May 20, 2014

    Understanding and Applying the New PFP Standards

    Presentation Presentation on the Standards compliance toolkit and how members can use it to understand and follow the standards in practice
    Published on May 16, 2014

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